Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6
Closed -$3.6K 1424
2024
Q4
$3.6K Hold
6
﹤0.01% 1060
2024
Q3
$3.5K Hold
6
﹤0.01% 1055
2024
Q2
$2.89K Sell
6
-28
-82% -$13.5K ﹤0.01% 1047
2024
Q1
$19.1K Buy
34
+4
+13% +$2.24K ﹤0.01% 753
2023
Q4
$17K Sell
30
-25
-45% -$14.1K ﹤0.01% 766
2023
Q3
$28.2K Sell
55
-100
-65% -$51.3K ﹤0.01% 824
2023
Q2
$72.7K Sell
155
-72
-32% -$33.8K ﹤0.01% 670
2023
Q1
$127K Buy
227
+112
+97% +$62.7K ﹤0.01% 572
2022
Q4
$53.5K Hold
115
﹤0.01% 688
2022
Q3
$49K Buy
115
+5
+5% +$2.13K ﹤0.01% 704
2022
Q2
$45K Hold
110
﹤0.01% 728
2022
Q1
$55K Sell
110
-85
-44% -$42.5K ﹤0.01% 729
2021
Q4
$119K Hold
195
﹤0.01% 619
2021
Q3
$119K Hold
195
﹤0.01% 602
2021
Q2
$104K Hold
195
﹤0.01% 634
2021
Q1
$82K Sell
195
-154
-44% -$64.8K ﹤0.01% 645
2020
Q4
$156K Sell
349
-5
-1% -$2.24K ﹤0.01% 518
2020
Q3
$126K Buy
354
+59
+20% +$21K ﹤0.01% 525
2020
Q2
$98K Buy
+295
New +$98K ﹤0.01% 541